Strategy Performance

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As at 31/05/20261 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy5.3%-0.9%1.1%17.3% 5.9%9.9%
S&P/ASX Small Ordinaries Accumulation Index2.0%-6.1%11.2%10.6%4.0%5.6%
Alpha3.3%5.3%-10.2%6.7%1.9%4.3%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.

Strategy Performance

Download
As at 31/05/2026 1 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy5.3%-0.9%1.1%17.3% 5.9%9.9%
S&P/ASX Small Ordinaries Accumulation Index2.0%-6.1%11.2%10.6%4.0%5.6%
Alpha3.3%5.3%-10.2%6.7%1.9%4.3%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.